SMART Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

SMART Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Sell	3,392 -144	-4%	-$16.5K	0.09%	170
2026 Q1	$346K	Buy	3,536 +27	+0.8%	+$2.81K	0.1%	149
2025 Q4	$374K	Buy	3,509 +542	+18%	+$57.5K	0.11%	128
2025 Q3	$310K	Buy	2,967 +833	+39%	+$83K	0.12%	117
2025 Q2	$203K	Buy	+2,134	New	+$183K	0.06%	166
2023 Q1	–	Sell	-4,133	Closed	-$209K	–	83
2022 Q4	$209K	Buy	+4,133	New	+$215K	0.16%	81

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMART Wealth's SPYG Position: Q2 2026 in Review

SMART Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q2 2026, selling an estimated $16.5K and leaving 3,392 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #170.

SMART Wealth first reported a position in SPYG in Q4 2022 and has held it in 6 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SMART Wealth held 3,392 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $404K as of Q2 2026.
SMART Wealth sold 144 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $16.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of SMART Wealth's portfolio in Q2 2026, its #170 holding.
SMART Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 6 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.